Our team specializes in optimizing planning efforts at middle-market companies. We emphasize both the immediate planning needs and build the ongoing capabilities for finance teams to manage performance against plan to execute on future planning cycles.
Whether you’re in the beginning, middle, or final stages, CBIZ Private Equity Advisory’s team partners with you to ensure a successful planning cycle. Our team provides the right level of involvement to assist (or completely own) planning efforts at portfolio companies. Examples include:
Process Design & Model Development
Development of cross-functional, driver-based planning models to efficiently facilitate soliciting inputs, aggregating, and analyzing results.
Execution Partner through the Planning Cycle
Partner with finance and operational stakeholders to carry
out a full budgeting process.
Strategic Planning & Scenario Modeling
Work with management and sponsor to identify and assess the
long-term impact of potential strategic business decisions.